Principal Financial Group Portfolio holdings
Principal Financial Group, founded in 1879 as the Bankers Life Association by Edward Temple and headquartered in Des Moines, Iowa, is a global financial services firm specializing in retirement solutions, insurance, and asset management, overseeing more than $709 billion in assets under management as of late 2024. Serving over 62 million customers across individuals, businesses, and institutions, Principal offers 401(k) plans, group insurance (life, disability, dental), annuities, and investment products through its Principal Global Investors arm, with a strong focus on U.S. and international markets like Asia and Latin America. Known for its stability and customer-centric approach, the publicly traded company (NASDAQ: PFG) under CEO Dan Houston has expanded through acquisitions like Wells Fargo’s retirement business in 2019, emphasizing long-term financial security. With a workforce of over 19,000 and a legacy of resilience, Principal remains a trusted name in retirement and wealth management.
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
+$122M |
| 3 |
Boston Properties
BXP
|
+$92.5M |
| 4 |
iShares MBS ETF
MBB
|
+$90.6M |
| 5 |
Extra Space Storage
EXR
|
+$77.3M |
Top Sells
| 1 |
TransDigm Group
TDG
|
+$214M |
| 2 |
Toronto Dominion Bank
TD
|
+$142M |
| 3 |
Credit Acceptance
CACC
|
+$122M |
| 4 |
Medical Properties Trust
MPW
|
+$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
+$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1676
Children's Place
PLCE
$160M
| $3.15M | ﹤0.01% |
78,304
-7,380
| -9% | -$297K |
|
|
PLYM
1677
Plymouth Industrial REIT
PLYM
$984M
| $3.13M | ﹤0.01% |
149,105
-5,847
| -4% | -$123K |
|
1678
Central Pacific Financial
CPF
$833M
| $3.12M | ﹤0.01% |
174,072
-5,744
| -3% | -$103K |
|
1679
PennyMac Financial
PFSI
$6.29B
| $3.1M | ﹤0.01% |
+52,034
| New | +$3.1M |
|
|
CLDT
1680
Chatham Lodging
CLDT
$347M
| $3.09M | ﹤0.01% |
294,632
-3,692
| -1% | -$38.7K |
|
1681
Century Aluminum
CENX
$2.09B
| $3.09M | ﹤0.01% |
308,696
-7,559
| -2% | -$75.6K |
|
1682
Calavo Growers
CVGW
$475M
| $3.09M | ﹤0.01% |
107,230
-2,066
| -2% | -$59.4K |
|
|
RUTH
1683
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
| $3.08M | ﹤0.01% |
187,871
-5,351
| -3% | -$87.9K |
|
|
UBA
1684
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $3.08M | ﹤0.01% |
175,384
-7,162
| -4% | -$126K |
|
1685
PC Connection
CNXN
$1.6B
| $3.08M | ﹤0.01% |
68,423
-871
| -1% | -$39.2K |
|
1686
ANI Pharmaceuticals
ANIP
$2.12B
| $3.04M | ﹤0.01% |
76,631
-963
| -1% | -$38.3K |
|
1687
Universal Insurance Holdings
UVE
$691M
| $3.02M | ﹤0.01% |
166,016
-2,607
| -2% | -$47.5K |
|
1688
Olympic Steel
ZEUS
$364M
| $3.02M | ﹤0.01% |
57,931
-912
| -2% | -$47.6K |
|
1689
Emergent Biosolutions
EBS
$425M
| $3.02M | ﹤0.01% |
291,638
-7,188
| -2% | -$74.5K |
|
1690
Northfield Bancorp
NFBK
$487M
| $2.98M | ﹤0.01% |
253,192
-4,098
| -2% | -$48.3K |
|
1691
Equitable Holdings
EQH
$15.8B
| $2.97M | ﹤0.01% |
116,968
+1,505
| +1% | +$38.2K |
|
1692
8x8 Inc
EGHT
$286M
| $2.95M | ﹤0.01% |
707,176
-12,301
| -2% | -$51.3K |
|
1693
Interface
TILE
$1.61B
| $2.92M | ﹤0.01% |
360,089
-9,225
| -2% | -$74.9K |
|
1694
iShares Russell 2000 ETF
IWM
$66.5B
| $2.9M | ﹤0.01% |
16,260
+1,144
| +8% | +$204K |
|
1695
Sarepta Therapeutics
SRPT
$1.82B
| $2.9M | ﹤0.01% |
21,027
-2,379
| -10% | -$328K |
|
|
DISH
1696
DELISTED
DISH Network Corp.
DISH
| $2.87M | ﹤0.01% |
308,004
+3,925
| +1% | +$36.6K |
|
|
HA
1697
DELISTED
Hawaiian Holdings, Inc.
HA
| $2.84M | ﹤0.01% |
310,225
-3,560
| -1% | -$32.6K |
|
1698
Designer Brands
DBI
$234M
| $2.8M | ﹤0.01% |
320,189
-13,017
| -4% | -$114K |
|
|
FARO
1699
DELISTED
Faro Technologies
FARO
| $2.79M | ﹤0.01% |
113,388
-1,311
| -1% | -$32.3K |
|
1700
Movado Group
MOV
$426M
| $2.79M | ﹤0.01% |
96,936
-2,820
| -3% | -$81.1K |
|